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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am thinking of selling off my profit in those companies. What do you suggest that are safer for the next year.
margita
Read Answer Asked by Margita Elisabet on September 07, 2018
Q: Thanks to good advice from 5i, my tech stocks have done well enough to make up close to 40% of my holdings! Within the sector, these are my waitings:
CSU - 12%, KXS - 12%, SHOP - 11%, CLS - 5%, GOOGL - 9%, SQ - 11 %, AAPL - 10 %, NVDA - 9%, AMZN - 15%, and SPOT - 6%.
Some of these are broadly spaced within the sector, and I hate to let any of them go, but I’m getting a bit nervous about vulnerability to a general tech turndown. Do you have suggestions for me?
Read Answer Asked by Jim on September 06, 2018
Q: hi Peter, In my previous question, regarding good candidates for covered call strategy. I forgot to mention that interested in US stocks due to better option premium. Can you please provide 5-6 names . dividend payment would be bonus. Thanks
Read Answer Asked by RUPINDER on July 27, 2018
Q: I am currently overweight in tech (now pushing 23%). I have just retired (with a generous defined benefit pension) and am trying to adopt a more conservative approach to investing. Given this new focus:
a) What would you suggest would be an appropriate weighting for tech?
b) Could you list the above-noted holdings in order of least to most risk?
c) Could you offer your thoughts with respect to which stock - or stocks - on this list represents the best balance of value and growth?
Thank you.
Read Answer Asked by Maureen on July 20, 2018
Q: I hold these in my us tfsa and each are weighted to about 4% of my total portfolio except nvda which grew to a nice 7%. I have some cash to add and wondering which I should top off first?
Read Answer Asked by Jerry on June 14, 2018
Q: Hi Peter and Staff
Looking to start small positions in some US growth stocks for a daughter with a long term hold in mind. If you would not buy any of the ones below, please indicate that. If not, would you please rank them in order of most desirable to buy .
FB, SPOT, NFLX, Visa,JNJ,HD,AAPL,MSFT

Thanks for all you do
Dennis
Read Answer Asked by Dennis on May 09, 2018
Q: Hi guys,
I own TEAM, JPM, AMAT, GRUB, and AAPL in my RRSP. Each are 4-5% weightings with the exception of AAPL which is 10%. I've owned AAPL for years but I've acquired the other 4 companies within the past 2 months.
AAPL - up 140%, TEAM - down 10% (on yesterday's earnings miss), GRUB - down 10%, JPM - down 5%, AMAT - down 5%.
Do you see any issues with any of these companies? Would you HOLD all or recommend adding to or selling any.
I like to buy and hold long term and have no issues with patience. I just want to be sure that there are no red flags on any of these companies that I am missing...or if I should be viewing their recent drops as a buying opportunity.
thanks for the excellent service.
Mark
Read Answer Asked by Mark on April 23, 2018
Q: In late January Tim Cook came to Toronto for his first ever visit to Canada as Apple CEO to advocate for a focus on coding education for children. He also sat in the lower bowl of the ACC, not a box, to watch the Leafs in a very low key appearance. As part of his trip I understand he also visited the Shopify offices. Why would such a high profile individual make such an under the radar stop at 'Canada's tech darling'? Is there anything to read into here? Your thoughts please.
Read Answer Asked by Marco on March 09, 2018
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